Once you save a new customer or supplier record, the A/C code can't be amended. The code is assigned to each transaction posted to this record and is a critical field.

If you need a customer or supplier to have a different code you must create a new record. Let's do this now.

Create a new record, based on the existing one

1. Select the customer or supplier you want to change the A/C code for.
2. On the toolbar click Duplicate or right-click on the record and click Duplicate.

All fields will be pre-filled with the same details as the record you selected to duplicate, apart from the A/C code where you need to enter a new one. The record name will say 'Duplicate of <name of the record>', which you can change, along with anything else in the record. Make sure the code is correct before you click Save.

Deal with the old record

Record has no transactions

If the record you want to change the code for is new and has no activity, you can delete it. You can use our guide on how to Delete customer and supplier records to do this.

Record has transactions

If the record does have activity, you can't delete it but you can Flag a record as inactive.